Creative One Wealth, LLC Incresed Positions in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
7.04K
+ 11.91%
$48.06 - $50.98 $338K - $359K
66.1K $3.34M
XLP
Consumer Staples Sector Spdr

ETFs
5.47K
+ 14.98%
N/A
42K $3.19M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.89K
+ 8.7%
$46.97 - $48.89 $276K - $288K
73.5K $3.59M
IWN
Ishares Russell2000 Val ETF

ETFs
546
+ 3.32%
$157.1 - $178.94 $85.8K - $97.7K
17K $3M
VO
Vanguard Mid Cap ETF

ETFs
995
+ 11.83%
$279.83 - $293.74 $278K - $292K
9.41K $2.76M
NET
Cloudflare, Inc.

Technology
1.18K
+ 15.52%
$181.39 - $228.28 $214K - $269K
8.78K $1.88M
SRLN
Ssga Active Trust

ETFs
9.54K
+ 6.36%
$41.28 - $41.65 $394K - $397K
159K $6.63M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
448
+ 5.77%
$173.23 - $213.34 $77.6K - $95.6K
8.21K $1.74M
CCL
Carnival Corp

Consumer Cyclical
13K
+ 64.42%
$28.37 - $32.49 $368K - $422K
33.2K $958K
LLY
Eli Lilly & CO

Healthcare
812
+ 5.88%
$625.65 - $812.69 $508K - $660K
14.6K $11.2M
VBR
Vanguard Small Cap Value ETF

ETFs
569
+ 3.01%
$195.41 - $212.37 $111K - $121K
19.5K $4.06M
WMB
Williams Companies, Inc.

Energy
5.58K
+ 15.1%
$56.52 - $64.01 $315K - $357K
42.5K $2.69M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.51K
+ 29.18%
$40.45 - $42.49 $304K - $319K
33.3K $1.41M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
16.5K
+ 99.98%
$22.78 - $23.33 $375K - $384K
32.9K $754K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.64K
+ 76.79%
$100.37 - $100.74 $366K - $367K
8.39K $844K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.66K
+ 5.28%
$48.04 - $50.89 $176K - $186K
73K $3.71M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.76K
+ 33.85%
$50.32 - $54.01 $290K - $311K
22.8K $1.23M
FANG
Diamondback Energy, Inc.

Energy
1.9K
+ 12.64%
$134.53 - $152.5 $256K - $290K
16.9K $2.42M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.9K
+ 0.82%
$45.72 - $47.27 $133K - $137K
358K $16.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.94K
+ 14.41%
$30.76 - $33.01 $244K - $262K
63K $2.07M
MMM
3 M CO

Industrials
1.87K
+ 9.94%
$144.41 - $160.2 $270K - $299K
20.7K $3.21M
FNDF
Schwab Fundamental Intl Large

ETFs
2.43K
+ 3.11%
$39.84 - $43.15 $96.8K - $105K
80.5K $3.46M
CAG
Conagra Brands Inc.

Consumer Defensive
28.4K
+ 31.03%
$18.04 - $21.14 $512K - $599K
120K $2.19M
AVIG
American Centy ETF Tr Avantis

ETFs
7.52K
+ 60.31%
$41.02 - $42.32 $308K - $318K
20K $840K
WRB
Berkley W R Corp

Financial Services
3.94K
+ 70.95%
$67.78 - $76.62 $267K - $302K
9.49K $727K
IDV
Ishares Tr

ETFs
7.09K
+ 27.66%
$34.54 - $37.28 $245K - $264K
32.7K $1.2M
ESLT
Elbit Systems LTD

Industrials
247
+ 8.19%
$429.99 - $509.8 $106K - $126K
3.26K $1.66M
HON
Honeywell International Inc

Industrials
2.02K
+ 32.62%
$207.7 - $240.4 $419K - $485K
8.2K $1.73M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
146
+ 1.18%
$225.11 - $247.9 $32.9K - $36.2K
12.5K $3.08M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.55K
+ 45.8%
$49.05 - $49.99 $272K - $278K
17.7K $880K
NEM
Newmont Corp

Basic Materials
1.84K
+ 38.05%
$57.35 - $85.25 $106K - $157K
6.69K $564K
MRVL
Marvell Technology, Inc.

Technology
2.45K
+ 25.12%
$62.31 - $84.07 $153K - $206K
12.2K $1.03M
DOW
Dow Inc.

Basic Materials
24.7K
+ 29.51%
$20.87 - $30.37 $516K - $751K
109K $2.49M
WFC
Wells Fargo & Company

Financial Services
2.5K
+ 15.88%
$77.05 - $85.16 $193K - $213K
18.2K $1.53M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.2K
+ 11.47%
$108.08 - $121.73 $130K - $146K
11.7K $1.41M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.19K
+ 11.84%
$67.21 - $72.65 $147K - $159K
20.6K $1.5M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
30K
+ 76.62%
$7.95 - $8.31 $238K - $249K
69.1K $571K
MLN
Vaneck Long Muni ETF

ETFs
13K
+ 29.05%
$16.52 - $17.5 $214K - $227K
57.7K $1.01M
LHX
L3 Harris Technologies, Inc.

Industrials
90
+ 2.18%
$252.18 - $305.41 $22.7K - $27.5K
4.21K $1.29M
BSX
Boston Scientific Corp

Healthcare
3.85K
+ 30.38%
$97.03 - $108.14 $373K - $416K
16.5K $1.61M
EVRG
Evergy, Inc.

Utilities
849
+ 3.33%
$67.73 - $76.02 $57.5K - $64.5K
26.3K $2M
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.99K
+ 10.42%
$37.32 - $38.38 $186K - $192K
52.9K $2.03M
BJUL
Innovator U.S. Equity Buffer E

ETFs
4.45K
+ 59.66%
$47.14 - $49.66 $210K - $221K
11.9K $591K
VIG
Vanguard Dividend Appreciation

ETFs
1.31K
+ 1.38%
N/A
96.5K $17.6M
CCJ
Cameco Corp

Energy
2.42K
+ 65.11%
$70.47 - $86.89 $171K - $210K
6.14K $514K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.26K
+ 66.54%
$59.29 - $62.87 $253K - $268K
10.7K $640K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.51K
+ 4.28%
$47.86 - $48.43 $216K - $218K
110K $5.29M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
8K
+ 35.61%
$23.5 - $24.94 $188K - $199K
30.4K $758K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.14K
+ 5.85%
$38.52 - $39.39 $198K - $202K
92.9K $3.65M
Activity Summary
Buys All Purchases 598 New Holdings 124 Increased Positions 474 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
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